Portfolio Operations - Senior Associate (Private Markets- Liquidity, Analytics & Governance)
Tasks
- Build cash flow forecasting methodologies
- Build scalable workflows and reporting infrastructure
- Define RACI across portfolio management stakeholders
- Develop portfolio monitoring frameworks
- Drive cross functional initiatives end to end
- Establish governance routines
- Identify liquidity mismatches and recommend actions
- Maintain single source of truth for portfolio inputs
- Model liquidity forecasting and portfolio analytics
- Standardize portfolio data
- Track deployment pipeline and portfolio cash flows
- Translate analytics into portfolio review insights
Perks/Benefits
- 401k match
- Flexible paid time off
- Health savings account employer contributions
- Holiday calendar
- Hybrid work environment
- Medical/Dental/Vision insurance
Skills/Tech-stack
Alteryx | Cash Flow | Cash Flow Forecasting | Data Modeling | Data integration | Excel | Financial Modeling | Governance | Liquidity Management | Performance reporting | Portfolio analytics | Portfolio monitoring | Power BI | RACI | Risk Management | SQL | Snowflake
Education
N/A
Regions
Countries
States
Cities
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